Danielle Houle is a CFP® professional with 14 years of experience in financial advising. She is currently with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC, having previously worked at LPL Financial and Webster Investments. Outside of advisory work, she owns Effet Papillon, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management resources.

Marc Michalak is a CFP® professional with 30 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has a longstanding association with Guardian Life Insurance of America beginning in 1997. Outside of his advisory role, he is involved with Physicians Wealth Strategies LLC, a business related to his Guardian and Park Avenue activities. Primerica Advisors is part of a large enterprise serving a broad retail client base with both brokerage and fee-based advisory relationships. The firm offers financial planning, retirement consulting, and business consulting services, utilizing a range of proprietary and third-party investment strategies across various account types.

William Coe is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes long-term roles at Infinex Investments, Inc., Thomaston Savings Bank/CTAS, and New Haven Savings Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm offers a mix of fundamental and technical analysis, access to alternative investments via the CAIS platform, and lending and cash-management solutions such as CapitalHub and securities-backed lines of credit.

Rishesh Singh is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company and Certified Financial Services. He was also involved with Sheesh Ventures LLC for nine years. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies and platforms.

Scott Skidmore is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Thomaston Savings Bank, LPL Financial, and Wells Fargo Advisors. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options. The firm primarily delivers advice through investment adviser representatives who use a combination of fundamental and technical analysis and may recommend third-party managers or wrap programs.

Matthew Karpas is a financial advisor at Sequoia Financial Group, L.L.C. with 19 years of industry experience. He holds a Series 65 designation and previously operated Karpas Strategies, LLC for 30 years before joining Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house models, custom accounts, and third-party manager selection, supported by a dedicated Investment Policy Committee and extensive research resources.

Daniel Condon is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Capital Analysts and Lincoln Investment. Outside of his advisory work, Condon is a board member for a senior-focused nonprofit organization in Washington Depot, CT. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Anne Saguisag is a CFP® with 23 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Brokers International Financial Services since 2022 and previously spent eight years at Lincoln Investment. Outside of her advisory work, she tutors high school students, primarily in SAT preparation, through her involvement with Ivy Bound. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, providing asset management, financial planning, and consulting through a network of 164 independent advisers. The firm offers a range of investment approaches and access to multiple custodial platforms and third-party programs.

Alexis Karn is a financial advisor at CWM, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at Royal Alliance and Karn, Couzens & Associates, Inc. In addition to her advisory role, Karn is involved in content creation on Instagram and works as an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

James Couzens is a ChFC® credentialed financial advisor with 56 years of industry experience. He is currently a wealth advisor at CWM, LLC and has previously worked at Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Couzens is also licensed to sell fixed insurance products, including life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing a discretionary investment approach with model portfolios overseen by an internal Investment Committee.

Bonnie Bailey is a CFP® with 10 years of experience in financial advising. She is currently with NewEdge Advisors, where she has worked since 2024. Her prior experience includes roles at Carson Wealth, Cetera Advisor Networks, CWM, LLC, and Cornerstone Wealth Management. In addition to her advisory work, Bonnie is involved in insurance sales, including life, health, disability, annuities, and long-term care. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services, including portfolio management, financial planning, and retirement consulting, utilizing centralized due diligence and technology to support advisor and client needs.

Andrea Bongiovanni is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds a Series 65 designation and has previously worked at firms including USI Consulting Group and CWM, LLC. His experience spans multiple roles within wealth management and consulting. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Elizabeth Ingriselli is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 14 years of industry experience. Since 2013, she has been associated with infinex Investments, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which shapes its service and compensation structure.

Gregory Balogh is a financial advisor with Primerica Advisors based in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved as an independent contractor with Doctors Disability Specialists, focusing on disability insurance. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account features such as securities-based lending and tax-harvesting.

Konner Claywell is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and three years of industry experience. He also serves as a field manager for American Senior Benefits, focusing on fixed insurance products, and is involved in retirement planning through an LLC formed for tax purposes. Integrity Alliance, LLC operates as a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of investment programs supported by a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Alessandra Dimauro is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. Her previous roles include positions at GYL Financial Synergies, LLC and Resnick Investment Advisors, LLC. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and specialized Core Family Office solutions, combining in-house research with third-party managers across a range of asset classes.

Kevin Christopher is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with NewEdge Advisors and NewEdge Securities, having previously worked at firms including Nesso Group, CWM LLC (Carson Group Partners), Cetera Advisor Networks, and Infinex Investments. Outside of advising, he operates a legal practice focused on basic estate planning and sells fixed insurance products such as life, health, annuities, and long-term care insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and emphasizes oversight of trading and product selection within its investment process.

Robert Karn is a CFP®-designated financial advisor with 42 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked with firms including Royal Alliance Associates, Inc. and his own Karn, Couzens & Associates, Inc. He is involved in several other business activities, including ownership of holding companies and providing notary services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and utilizes model portfolios managed by an in-house Investment Committee combined with various analytical tools and third-party resources.

Matthew Teel is a CFP® professional with 21 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has held roles at The Leaders Group Inc., Mass Mutual Investors Services, and Barnum Financial Group. Outside of advisory work, he is the founder and principal of Risk & Insurance Associates LLC, a wholesale fixed insurance firm. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, with a portfolio approach grounded in fundamental analysis and Modern Portfolio Theory.

Marc Lennon is a CFP® professional with 17 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He is also co-owner of Egidio Lennon Wealth Management LLC and involved in fixed insurance sales and payroll operations related to the securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and practice-management support to affiliated advisors.